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3750 Park East Dr Ste 200, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-07 |
| LA | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2024 | 01/2026 |
| Texas State University | San Marcos | TX | 02/2019 | 05/2024 |
| University Of Michigan | Ann Arbor | MI | 07/2017 | 02/2019 |
| University Of Oklahoma | Norman | OK | 05/2014 | 05/2017 |
| Lpl Financial Llc | New Braunfels | TX | 01/2026 | Present |
| Stratos Wealth Partners, Ltd. | New Braunfels | TX | 01/2026 | Present |
1-12/2025 / Stratos Wealth Partners / DBA for LPL Business (entity for LPL business) / INVESTMENT RLTD / 160 HRS MNTH / 130 HRS DURING TRADING / AT RPRT LOC / START 01/05/2026 2-01/2026 - LPL Financial, LLC (Registered Representative) - Investment Related - At Reported Business Location (s) - 100% time spent between LPL Financial, LLC and Stratos Wealth Partners, Ltd.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-24 |
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